Brown Advisory
Brown Advisory US Mid Cap Growth Fund
US Mid-cap Growth
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Brown Advisory for every strategy.
Its investment theses
- CloudflareJun 2025Cloudflare is leveraging its leading CDN to expand into cybersecurity and scale its serverless edge computing platform, 'Workers,' with significant growth potential in emerging sectors like AI.
- Comfort Systems USA, Inc.Jun 2025Comfort Systems is a leading non-union MEP contracting firm in the U.S. that is poised for growth and higher margins due to a skilled labor shortage and strong demand in construction.
- Voyager TechnologiesJun 2025Voyager is a unique player in early-stage space and defense technology with promising contracts and long-term growth potential.